Engagements Dataset Output Fields

Each row of the Engagements dataset represents a single engagement source record. For your subscription data that comes from Billing Central through Financial Analytics, the engagement source record is a billing contract line item. For your professional services data that comes from PSA through PS Cloud Core Analytics, the engagement source record is a project. For your order management data coming from Order and Inventory Management, the engagement source record is a sales order line item.

The following table describes the fields available in the Engagements dataset, grouped by their type within Analytics.

Key:

  • BC - the field is only populated when the engagement source record is a billing contract line item.
  • P - the field is only populated when the engagement source record is a project.
  • SO - the field is only populated when the engagement source record is a sales order line item.
  • D - the field is retrieved directly from the originating dataset. Engagement Analytics doesn't perform any additional processing on it.
Engagements Dataset Fields

Field Type

Field Label

Field API Name

 

Description
Measures Contract ARR Value ValueContractFfbcAnnualRecurringRevenue

BC

D

Annual recurring revenue of the billing contract.
Contract Line Item ARR ValueContractLineItemFfbcAnnualRecurringRevenue

BC

D

Annual recurring revenue of the billing contract line item.
Contract Line Item MRR ValueContractLineItemFfbcMonthlyRecurringRevenue

BC

D

Monthly recurring revenue of the billing contract line item.
Contract MRR Value ValueContractFfbcMonthlyRecurringRevenue

BC

D

Monthly recurring revenue of the billing contract.
Cost ValueCost  

Total cost amount of the source record. This is set to:

  • Zero for billing contract line items.
  • Project Total Costs for projects.
  • Sales Order Line Item Total Cost for sales order line items.
Cost Amortized ValueCostAmortized  

Total cost amortized to date for the source record. This is set to:

  • Zero for billing contract line items.
  • Project Total Cost Amortized for projects. If the Project Total Cost Amortized field is not available in the Project Reporting dataset or it does not have a value for the project, this is set to Project Cost Amortized.
  • Sales Order Line Item Cost Amortized for sales order line items.
Note:

This value is only populated if Revenue Management is installed in your org and the relevant dataset contains the field used to set this value. Otherwise, this value is set to zero.
Invoiced ValueInvoiced  

Total amount invoiced to the customer for the source record. This is set to:

  • Contract Line Item Total Billed for billing contract line items.
  • Project Invoiced Amount for projects.
  • Sales Order Line Item Total Billed Amount for sales order line items.
Margin ValueMargin  

Total profit margin for the source record. This is:

  • Calculated as Invoiced - Cost for billing contract line items and projects.
  • Set to Sales Order Line Item Margin for sales order line items.
Project Billings ValueProjectBillings

P

D

 Sum of the billed amounts for the project. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed or invoiced. Milestones contribute to billed and invoiced revenue after they are billed or invoiced.
Project Expense Costs ValueProjectExpenseCosts

P

D

 Sum of the approved expenses in expense reports related to the project, whether billable or not.
Project External Costs ValueProjectExternalCosts

P

D

 Sum of the external costs of the project, whether billable or not.
Project Internal Costs ValueProjectInternalCosts

P

D

 Sum of the internal costs of the project, whether billable or not. Internal costs are only for resources that are not marked as External.
Project Other Costs ValueProjectOtherCosts

P

D

 Any other project costs, such as material or capital costs incurred on the project.
Project Pass-Through Billings ValueProjectPassThroughBillings

P

D

 Sum of the pass-through project billings, including expenses.
Projected Margin ValueProjectedMargin  

Total projected profit margin for the source record. This is:

  • Calculated as Revenue - Cost for billing contract line items and projects.
  • Set to Sales Order Line Item Projected Margin for sales order line items.
Revenue ValueRevenue  

Total revenue for the engagement source. This is set to:

  • Contract Line Item Total Contract Line Value for billing contract line items.
  • Project Bookings for projects.
  • Sales Order Line Item Extended Price for sales order line items.
Revenue Recognized ValueRevenueRecognized  

Total revenue recognized to date for the source record. This is set to:

  • Contract Line Item Revenue Recognized for billing contract line items.
  • Project Total Revenue Recognized for projects. If the Project Total Revenue Recognized field is not available in the Project Reporting dataset or it does not have a value for the project, this is set to Project Revenue Recognized.
  • Sales Order Line Item Revenue Recognized for sales order line items.
Note:

This value is only populated if Revenue Management is installed in your org and the relevant dataset contains the field used to set this value. Otherwise, this value is set to zero.
Timeline Revenue ValueTimelineRevenue  

Total revenue of the header-level engagement source. This is set to:

  • Contract Total Contract Value for billing contract lines.
  • Project Bookings for projects.
  • Sales Order Total Value for sales order line items.
Note:

This field is not intended to be used in dashboards or lenses.
Dates Contract Renewal Reminder Date ContractFfbcRenewalReminderDate

BC

D

Date on which to report that the billing contract is due for renewal.

End Date EndDate  

End date of the engagement source. This is set to:

  • Contract End Date for billing contract line items.
  • Project End Date for projects.
  • Last available Sales Order Line Item Current Promise date across all sales order line items linked to the same sales order. If Sales Order Line Item Current Promise is not defined for a line item, Sales Order Line Item Commitment Date is used for that sales order line item.
Engagement End Date EngagementEndDate   Date on which the engagement ends.
Engagement Start Date EngagementStartDate   Date on which the engagement starts.
Start Date StartDate  

Start date of the engagement source. This is set to:

  • Contract Start Date for billing contract line items.
  • Project Start Date for projects.
  • Sales Order Approval Date for sales order line items. When Sales Order Approval Date is not defined for a sales order, Sales Order Date is used instead.
Dimensions Account Account  

Name of the account related to the source record. Set to:

  • Account Name for billing contract line items.
  • Project Account Name for projects.
  • Sales Order Account Name for sales order line items.
Company Company  

Name of the company related to the source record. Set to:

  • Company Name for billing contract line items.
  • Project Company Name for projects.
  • Blank value for sales order line items.
Contract ID ContractId

BC

D

 Salesforce record ID of the billing contract.
Contract Line Item ID ContractLineItemId

BC

D

 Salesforce record ID of the billing contract line item.
Contract Line Item Name ContractLineItemName

BC

D

 Name of the billing contract line item.
Contract Name ContractFfbcContractName

BC

D

 Descriptive name of the billing contract.
Contract Number ContractName

BC

D

 Numeric identifier of the billing contract. This is an auto-number field on the Billing Contract object.
Contract Status ContractFfbcStatus

BC

D

Current status of the billing contract.
Engagement Currency ISO Code EngagementCurrencyIsoCode  

Currency ISO code of the engagement.

Note:

This field is only available if your org is configured to support multiple currencies.
Engagement ID EngagementId   Salesforce record ID of the engagement.
Engagement Name EngagementName   Description of the engagement.
Product Billing Type ProductFfbcBillingType

BC

D

 Determines the way in which a bill is generated for the billing contract line item. For more information, see Billing Contract Fields.
Product Name ProductName

BC

D

Name of the product related to the billing contract line item.
Project Financial Status ProjectFinancialStatus

P

D

 Indicates the current financial status of a project. Expressed as "Green", "Yellow", or "Red".
Project Group Name ProjectGroupNameChain

P

D

 Name of the group the project relates to.
Project ID ProjectId

P

D

 Salesforce record ID of the project.
Project Is Active ProjectIsActive

P

D

 Indicates whether the project is active.
Project Name ProjectName

P

D

 Descriptive name of the project.
Project Number ProjectNumber P Numeric identifier of the project. This is an auto-number field on the Project object. It is set to Project Display ID.
Project Practice Name ProjectPracticeNameChain

P

D

 Name of the practice the project relates to.
Project Region Name ProjectRegionNameChain

P

D

 Name of the region the project relates to.
Project Schedule Status ProjectScheduleStatus

P

D

 Indicates whether the project is on schedule. Expressed as "Green", "Yellow", or "Red".
Project Scope Status ProjectScopeStatus

P

D

 Indicates the current scope status of the project. Expressed as "Green", "Yellow", or "Red".
Project Status ProjectStatus

P

D

 Indicates the overall status of the project. Expressed as "Green", "Yellow", or "Red".
Revenue Stream RevenueStream  

Indicates where the engagement source record comes from. Set to:

  • "Subscriptions" for billing contract line items.
  • "Services" for projects.
  • "Order Management" for sales order line items.
Sales Order Line Number SalesOrderLineNumber

SO

D

 Reference number of the sales order line item within the related sales order.
Sales Order Shipment Status SalesOrderShipmentStatus

SO

D

 Current shipment status of the sales order.
Source Currency ISO Code SourceCurrencyIsoCode  

Currency ISO code of the engagement source. This is set to:

  • Contract Currency ISO Code for billing contract line items.
  • Project Currency ISO Code for projects.
  • Sales Order Currency ISO Code for sales order line items.
Note:

This field is only available if your org is configured to support multiple currencies.
Source ID SourceId  

Salesforce record ID of the engagement source. This is set to:

  • Contract ID for billing contract line items.
  • Project ID for projects.
  • Sales Order ID for sales order line items.
Source Name SourceName  

Descriptive name of the engagement source. This is set to:

  • Contract Name for billing contract line items. When Contract Name is not defined for a line item, Contract Number is used instead.
  • Project Name for projects.
  • Sales Order Name for sales order line items. When Sales Order Name is not defined for a line item, Sales Order Number is used instead.
Source Number SourceNumber  

Numeric identifier of the engagement source. This is an auto-number field on the originating object in Salesforce. Set to:

  • Contract Number for billing contract line items.
  • Project Display ID for projects.
  • Sales Order Number for sales order line items.